Your Questionnaire

Do not invest unless you’re prepared to lose money. Investments arranged by Beach Equity are high-risk investments. You may not be able to access your money easily and are unlikely to be protected if something goes wrong. Take 2 minutes to learn more. 

Customer Assessment

In order for us to provide our service we must comply with FCA regulatory requirements and assess whether the service we offer is appropriate for you. We rely on you providing accurate information so please ensure all answers are factually correct.

Please answer all questions in full. This information will be used to assess your knowledge and experience. If you don’t answer all of the questions or provide incomplete or inconsistent information, we will be unable to assess whether the service is appropriate and therefore will be unable to accept you as a customer.

We will also use the information provided in the Beach Equity Investments LLP Membership Form. If you have any concerns about the accuracy of information provided to us in this form, please contact us immediately.

Beach Equity Investments LLP is authorised and regulated by the Financial Conduct Authority (FCA).